About Us

Your trust is our most precious asset. Honouring it is what guides us through all the stages of our process.

Our approach is based on four key pillars: trust, service, know-how and innovation.

Our investment process focuses on a balance between the demand for capital preservation and the supply of medium and long-term asset growth.

To achieve this, TASK WM carries out a complete assessment of each client's financial situation, which stands out for its standardised and increasingly common wealth management solutions.

As an additional service, TASK provides a comprehensive supervision of its clients' bank accounts completed with periodic consolidated reports.

A Wealth Management Firm

8 Partners

Over 20 years of experience in Wealth Management